NEW YORK INSTITUTE FOR SPECIAL EDUCATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NEW YORK INSTITUTE FOR SPECIAL EDUCATION (EIN 13-1740010)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201531349349308278
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T17:19:52-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY L | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100041405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK INSTITUTE FOR SPECIAL EDUCATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARIA GRULLON / NYISE / | InCareOfNm |
| Business Name Control | NEWY | BusinessNameControlTxt |
| Phone | 7185197000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Pelham Parkway | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Bronx | City |
| State | NY | State |
| ZIP Code | 10469 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN B RHODES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7185197000 | PhoneNum |
| Signature | 2015-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J REILLY | PreparerPersonNm |
| PTIN | P00183769 | PTIN |
| Phone | 7185197000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN B RHODES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Pelham Parkway | AddressLine1 |
| City | Bronx | City |
| State | NY | State |
| ZIP Code | 10469 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $66,626,687 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nyise.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1831 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | To provide quality educational programs & support to students & families in a safe caring environment to awaken & inspire student curiosity, lifelong learning & fulfillment. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 381 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $18,858 | TotalGrossUBIAmt |
| PY Contributions Grants | $30,003,373 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,067,963 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,080,459 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,715,363 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$13,971 | CYOtherRevenueAmt |
| PY Total Revenue | $40,083,832 | PYTotalRevenueAmt |
| CY Total Revenue | $30,769,355 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,050,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,608,131 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,591,274 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $46,022 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,785,416 | PYOtherExpensesAmt |
| CY Other Expenses | $4,999,899 | CYOtherExpensesAmt |
| PY Total Expenses | $34,443,547 | PYTotalExpensesAmt |
| CY Total Expenses | $28,591,173 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,640,285 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,178,182 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $124,882,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,375,449 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,792,049 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,105,285 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $119,090,120 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $133,270,164 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE NEW YORK INSTITUTE FOR SPECIAL EDUCATION IS TO PROVIDE QUALITY EDUCATIONAL PROGRAMS AND SUPPORT TO STUDENTS AND FAMILIES IN A SAFE CARING ENVIRONMENT TO AWAKEN AND INSPIRE STUDENT CURIOSITY, LIFELONG LEARNING AND FULFILLMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,922,036 | ExpenseAmt |
| Desc | THE SCHERMERHORN PROGRAM & THE VAN CLEVE PROGRAM - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,057,360 | ExpenseAmt |
| Desc | THE READINESS PROGRAM - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $68,839 | ExpenseAmt |
| Desc | CAMP WANAQUA - SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $35,772 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $25,084,007 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 381 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA GRULLON NYISE | PersonNm |
| Phone | 7185197000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 PELHAM PARKWAY | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10469 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Key EmployeeKeyEmployeeInd | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| John B Rhodes | |||||||
| PRESIDENT | 1.0 | Yes (X) | Yes (X) | $0 | |||
| Donna O'Hare-Brayton | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | ||||
| Phillip G Foote | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | ||||
| Alessandro G Olivieri | |||||||
| VICE PRESIDENT | 1.0 | Yes (X) | Yes (X) | ||||
| William L Musser Jr | |||||||
| TREASURER | 1.0 | Yes (X) | Yes (X) | ||||
| Rosanne K Silberman | |||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | ||||
| Thomas Ad EttinGhausen | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | |||||
| Paul B Yellin | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | |||||
| Edward F Cox | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | |||||
| John HD Dewey | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | |||||
| Charles Tanner Rose III | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | |||||
| Henrik A Brun | |||||||
| BOARD MEMBER | 1.0 | Yes (X) | |||||
| Bernadette M Kappen | |||||||
| EXECUTIVE DIRECTOR | 36.5 | $283,235 | Yes (X) | $24,815 | |||
| Virginia Summerville | |||||||
| NEURO PSYCHIATRIST | 36.5 | $147,193 | $7,315 | Yes (X) | |||
| John Hernandez | |||||||
| MEDIA TEACHER | 36.5 | $140,123 | $7,315 | Yes (X) | |||
| Maria Grullon | |||||||
| DIRECTOR FISCAL AFFAIRS | 36.5 | $119,740 | $20,552 | Yes (X) | |||
| Joseph Catavero | |||||||
| PRINCIPAL SCHERMERHORN PROGRAM | 36.5 | $113,110 | $17,647 | Yes (X) | |||
| Barbara Blank | |||||||
| PRINCIPAL VAN CLEVE PROGRAM | 36.5 | $112,122 | $17,647 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $915,523 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $95,291 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLIANCE BERNSTEIN LP | |||||
| POBOX 7424-7497 | PHILADELPHIA | PA | 19170 | INVESTMENT ADVISOR | $380,553 |
| LVI ENERGY SERVICES | |||||
| 20 KEY LAND COURT | BOHEMIA | NY | 11716 | ENERGY SERVICES | $182,000 |
| PATTERSON BELKNAP WEBB TYLER LLP | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL | $176,014 |
| GUNDERMANN GUNDERMANN | |||||
| 175 W CARNER STREET | HUNTINGTON | NY | 11743 | INSURANCE BROKER | $167,267 |
| INF ASSOCIATES INC | |||||
| 1116 MAIN STREET | FISHKILL | NY | 12524 | EVERGY SERVICES | $146,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $23,260,835 | GovernmentGrantsAmt |
| All Other Contributions | $807,128 | AllOtherContributionsAmt |
| Total Contributions | $24,067,963 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $806,695 | TotalRevenueColumnAmt |
| Exclusion | $806,695 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,731,512 | SecuritiesAmt |
| Other | $34,488 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,857,332 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,874,180 | SecuritiesAmt |
| Other | $34,488 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,908,668 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $34,488 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,874,180 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER | 900099 | $1,659 | $1,659 | |
| LIMITED PARTNERSHIP - OTHER GAINS(LOSS) | 900001 | -$15,630 | -$15,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$13,971 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,769,355 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $18,858 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,682,534 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,085 | TotalAmt |
| Program Services | $263,170 | ProgramServicesAmt |
| Management And General | $27,740 | ManagementAndGeneralAmt |
| Fundraising | $175 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,906,162 | TotalAmt |
| Program Services | $13,613,647 | ProgramServicesAmt |
| Management And General | $1,292,515 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,117,236 | TotalAmt |
| Program Services | $2,867,857 | ProgramServicesAmt |
| Management And General | $249,379 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,108,646 | TotalAmt |
| Program Services | $3,779,325 | ProgramServicesAmt |
| Management And General | $329,321 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,168,145 | TotalAmt |
| Program Services | $1,074,693 | ProgramServicesAmt |
| Management And General | $93,452 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,492 | TotalAmt |
| Management And General | $236,492 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,309 | TotalAmt |
| Management And General | $83,309 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,631 | TotalAmt |
| Management And General | $127,631 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,796 | TotalAmt |
| Management And General | $556,796 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,000 | TotalAmt |
| Management And General | $59,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,617 | TotalAmt |
| Program Services | $473,116 | ProgramServicesAmt |
| Management And General | $149,018 | ManagementAndGeneralAmt |
| Fundraising | $2,483 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,877 | TotalAmt |
| Program Services | $17,877 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,511 | TotalAmt |
| Program Services | $686,455 | ProgramServicesAmt |
| Management And General | $8,056 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,898 | TotalAmt |
| Program Services | $2,935 | ProgramServicesAmt |
| Management And General | $12,963 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,722 | TotalAmt |
| Program Services | $90,324 | ProgramServicesAmt |
| Management And General | $17,398 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,639 | TotalAmt |
| Program Services | $51,639 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,013,905 | TotalAmt |
| Program Services | $1,002,144 | ProgramServicesAmt |
| Management And General | $11,761 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,966 | TotalAmt |
| Program Services | $235,206 | ProgramServicesAmt |
| Management And General | $2,760 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTUAL MAINTENANCE | $405,110 | $391,166 | $13,944 | |
| RECRUITMENT STUDENT TRIPS | $202,617 | $148,123 | $11,130 | $43,364 |
| DUES, TAXES, PERMITS & FOOD | $150,139 | $98,542 | $51,597 | |
| ALL OTHER EXPENSES | $414,670 | $287,788 | $126,882 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,591,173 | TotalAmt |
| Program Services | $25,084,007 | ProgramServicesAmt |
| Management And General | $3,461,144 | ManagementAndGeneralAmt |
| Fundraising | $46,022 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,514 | BOYAmt |
| EOY | $2,906,579 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,072,659 | BOYAmt |
| EOY | $10,404,719 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,047 | BOYAmt |
| EOY | $177,290 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938,683 | BOYAmt |
| EOY | $1,479,284 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,612 | BOYAmt |
| EOY | $65,181 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,102,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,087,151 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,384,249 | BOYAmt |
| EOY | $19,014,899 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,442,343 | BOYAmt |
| EOY | $74,230,474 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,180,062 | BOYAmt |
| EOY | $37,097,023 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,882,169 | BOYAmt |
| EOY | $145,375,449 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $970,661 | BOYAmt |
| EOY | $1,593,352 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,900,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,821,388 | BOYAmt |
| EOY | $5,611,933 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,792,049 | BOYAmt |
| EOY | $12,105,285 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,484,247 | BOYAmt |
| EOY | $132,606,309 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,060 | BOYAmt |
| EOY | $247,042 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,813 | BOYAmt |
| EOY | $416,813 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,090,120 | BOYAmt |
| EOY | $133,270,164 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,882,169 | BOYAmt |
| EOY | $145,375,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,178,182 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,648,535 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$646,673 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $127,631 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $127,631 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,956,376 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,084,007 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $187,020 | CurrentYearMinus3Amt |
| Current Year Minus2 | $186,764 | CurrentYearMinus2Amt |
| Current Year Minus1 | $132,723 | CurrentYearMinus1Amt |
| Current Year | $127,631 | CurrentYearAmt |
| Total | $634,138 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $489,857 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $65,704 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $875 | OtherExpendituresAmt |
| End Year Balance | $554,686 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $436,194 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $54,852 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,189 | OtherExpendituresAmt |
| End Year Balance | $489,857 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $444,596 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$7,466 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $936 | OtherExpendituresAmt |
| End Year Balance | $436,194 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $359,937 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $86,951 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,292 | OtherExpendituresAmt |
| End Year Balance | $444,596 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $323,298 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $38,873 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,234 | OtherExpendituresAmt |
| End Year Balance | $359,937 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.75144 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24856 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $582,758 | OtherCostOrOtherBasisAmt |
| Book Value | $582,758 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,896,130 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,219,603 | DepreciationAmt |
| Book Value | $17,676,527 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,431,162 | OtherCostOrOtherBasisAmt |
| Depreciation | $867,548 | DepreciationAmt |
| Book Value | $563,614 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $192,000 | OtherCostOrOtherBasisAmt |
| Book Value | $192,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,014,899 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LTD PARTNERSHIP INVESTMENTS | $26,201,275 | F |
| HEDGE FUNDS | $10,895,748 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $37,097,023 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COND. ASSET RETIREMENT OBLIGATION | $1,698,749 |
| POST-RETIREMENT BENEFIT OBLIGATION | $3,617,340 |
| DEFERRED COMENSATION PLAN | $295,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,611,933 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,842,236 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,648,535 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $12,648,535 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,193,701 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $556,796 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $18,858 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $575,654 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,769,355 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,662,192 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $627,815 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $627,815 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,034,377 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $556,796 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $556,796 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,591,173 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V - LINE 4 | of THE INSTITUTE'S investment portfolio, the institute's endowment includes $416,813 of permanently restricted funds as well as $137,873 of temporarily restricted funds. INVESTMENT GAINS pertaining to the endowment ARE RE-INVESTED INTO THE ENDOWMENT AND ARE ULTIMATELY USED TO PROVIDE FUNDING FOR THE EDUCATION PROGRAMS AND OTHER INSTITUTE PROJECTS. INVESTMENT GAINS NOT RE-INVESTED BY THE END OF THE INSTITUTE'S FISCAL YEAR END ARE REFLECTED AS TEMPORARILY RESTRICTED. |
| PART X - LINE 2 | As of June 30, 2014, no amounts have been recognized for uncertain income tax positions. The Institute's tax returns for the 2011 fiscal year and forward are subject to the usual review by the appropriate authorities. |
| PART XI - LINE 4B | INVESTMENT IN Limited PARTNERSHIP - UNRELATED BUSINESS INCOME,NET: 18,858. PART XII - LINE 2D POST-RETIREMENT BENEFIT ADJUSTMENT: 627,815. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I - LINE 3 | ALL REGISTRATION FORMS CONTAIN A NONDISCRIMINATORY STATEMENT REGARDING SEX, COLOR, CITIZENSHIP, RELIGION AND DESCENT. RADIO AND TELEVISION ANNOUNCEMENTS CONTAIN THE SAME INFORMATION. |
| PART I - LINE 6A | THE NEW YORK INSTITUTE FOR SPECIAL EDUCATION RECEIVES FUNDING FOR ITS PROGRAMS FROM THE school districts who are reimbursed by the state education department. the residential program is paid directly from the sed and the 4410 program from the city of new york. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $10,895,748 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $10,895,748 | SubtotalSpentAmt |
| Total Spent | $10,895,748 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|
| Bernadette M Kappen | |||||||
| EXECUTIVE DIRECTOR | $231,085 | $0 | $52,150 | $17,500 | $7,315 | $308,050 | $0 |
| Virginia Summerville | |||||||
| NEURO PSYCHIATRIST | $147,193 | $0 | $0 | $0 | $7,315 | $154,508 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I - LINE 4B | FormAndLineReferenceDesc |
| Explanation | The $52,150 payment noted at column (B)(iii) of Schedule J was made to Dr. Kappen pursuant to a the terms of a nonqualified deferred compensation plan that was instituted to provide a make-up of benefits that were not able to be provided under the Institute's defined benefit pension plan covering employees who do not participate in a New York State's retirement program. The Institute's defined benefit plan, in which Dr. Kappen had previously participated, was amended effective in July 2010 to exclude Dr. Kappen from further benefit accruals. Contributions were thereafter allocated under a 457(b) arrangement (included at column (c) of Schedule J) to make up a portion of the value of the accruals that would have otherwise earned under the defined benefit pension plan had Dr. Kappen's participation in that plan continued, with the remainder of an actuarially determined value of the lost accruals provided through allocations to the nonqualified deferred compensation plan that provided for payment in connection with her vesting in that benefit on June 30, 2013. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul Yellin | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $61,000 | TransactionAmt |
| Transaction | YELLIN CNTR-STUDENT EVAL/TEACH | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III - LINE 4A | THE SCHERMERHORN PROGRAM OFFERS DIVERSE EDUCATIONAL SERVICES TO MEET THE NEEDS OF CHILDREN WHO ARE LEGALLY BLIND, FROM THE AGES OF 5 TO 21. STUDENTS PARTICIPATE IN INDIVIDUALLY DESIGNED ACADEMIC PROGRAMS THAT EMPHASIZE INDEPENDENCE. MANY OF THE STUDENTS HAVE MILD SECONDARY DISABILITIES AND NEED A SPECIALIZED EDUCATIONAL ENVIRONMENT IN ORDER TO BE SUCCESSFUL IN SCHOOL. THE SCHOOL OFFERS EITHER A DAY PROGRAM OR A FIVE-DAY RESIDENTIAL PROGRAM. FOLLOWING A THOROUGH PSYCHOLOGICAL AND EDUCATIONAL EVALUATION, A MULTI-DISCIPLINARY TEAM IN COOPERATION WITH THE STUDENT'S FAMILY, DEVELOPS A COMPREHENSIVE INDIVIDUAL EDUCATIONAL PLAN (I.E.P.) TO MEET THE STUDENT'S EDUCATIONAL NEEDS. CLASSROOM INSTRUCTION FORMS THE CORE OF THE STUDENT'S PROGRAM. ALL STUDENTS RECEIVE INSTRUCTION WHICH FOLLOWS THE NEW YORK STATE LEARNING STANDARDS LEADING TO ELEMENTARY AND HIGH SCHOOL DIPLOMAS. STUDENTS MAY ALSO TAKE COLLEGE COURSES FOR CREDIT. A STUDENT'S PROGRAM MAY ALSO INCLUDE CAREER EDUCATION, TRAINING IN ACTIVITIES OF DAILY LIVING, SOCIAL SKILLS, NUTRITION, COMPUTER SCIENCE AND TECHNOLOGY. A VAST ARRAY OF SPECIAL SERVICES SUPPORTS EACH STUDENT. WHEN APPROPRIATE, SPEECH THERAPY, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, ORIENTATION AND MOBILITY, ART AND MUSIC ARE SCHEDULED. ALL STUDENTS RECEIVE A FULL PROGRAM OF ADAPTIVE PHYSICAL EDUCATION. COUNSELING AND GUIDANCE SERVICES ARE AVAILABLE TO ALL STUDENTS AND THEIR FAMILIES. STUDENTS HAVE AN OPPORTUNITY TO PARTICIPATE IN A VARIETY OF EXTRA-CURRICULAR ACTIVITIES (I.E. STUDENT COUNCIL, TRACK, WRESTLING, CHEERLEADING, AND "GOALBALL"). AS AN EXTENSION OF OUR CAREER CURRICULUM, STUDENTS ARE GIVEN AN OPPORTUNITY TO DEVELOP JOB BEHAVIORS AND JOB SKILLS THROUGH PREVOCATIONAL ACTIVITIES AND IN THE CAREER EXPERIENCE PROGRAM. ACTIVITIES INCLUDE WORK IN THE ON-CAMPUS COFFEE SHOP, WORK WITH THE INSTITUTE'S BUILDING AND GROUNDS STAFF, AND CHILD CARE WORK AND RECEPTION TRAINING. THE CAREER EXPERIENCE PROGRAM INCLUDES TRAINING AND JOB EXPERIENCE IN A VARIETY OF JOBS ON THE CAMPUS. ONCE THEIR EDUCATION IS COMPLETED THE STUDENTS MOVE ON TO A VARIETY OF SETTINGS. THIS INCLUDES COLLEGE, VOCATIONAL TRAINING, AND COMPETITIVE EMPLOYMENT. THE VAN CLEVE PROGRAM ACCEPTS CHILDREN WITH EMOTIONAL DISABILITIES/LEARNING DISABILITIES FROM FOUR YEARS NINE MONTHS TO THIRTEEN YEARS OF AGE. CHILDREN MAY REMAIN IN THE PROGRAM UNTIL THE AGE OF FOURTEEN or they complete the 8th grade. THE GOAL OF THE PROGRAM IS TO REMEDIATE THE BEHAVIORAL AND LEARNING DEFICITS OF STUDENTS BY PROVIDING ACADEMIC AND SOCIAL SKILLS NECESSARY TO ENTER A LESS RESTRICTIVE PROGRAM. THE PROGRAM PROVIDES A HIGHLY STRUCTURED EDUCATIONAL DAY AND FIVE DAY RESIDENTIAL SETTING, INCLUDING COUNSELING SERVICES FOR BOTH STUDENTS AND FAMILIES. THE PROGRAM'S PHILOSOPHY LIES IN THE BELIEF THAT STUDENTS WANT TO PROGRESS, LEARN AND BE SUCCESSFUL. TO ASSURE THEIR SUCCESS A SUPPORTIVE, STRUCTURED SETTING IS PROVIDED IN WHICH THE STUDENTS DISCOVER THEMSELVES TO BE VALUED AND CAPABLE INDIVIDUALS. THE CLASS SIZES ARE SMALL WITH A RATIO OF ONE TEACHER AND ONE TEACHER ASSISTANT TO SIX CHILDREN MAXIMUM. A MULTI-DISCIPLINARY EVALUATION TEAM PROVIDES A COMPLETE ASSESSMENT OF THE CHILD'S FUNCTIONING LEVELS. A COMPLETE BATTERY OF EDUCATIONAL TESTS ARE ADMINISTERED TO ASSESS SKILLS AND LEVELS. A NEUROPSYCHIATRIC, PSYCHOLOGICAL, SOCIAL HISTORY, MEDICAL AND PHYSICAL MOVEMENT EVALUATION IS COMPLETED PRIOR TO THE STUDENT'S ENTRY INTO THE PROGRAM. THESE EVALUATIONS HELP FORMULATE THE STUDENT'S INDIVIDUAL EDUCATION PLAN (I.E.P.), WITH GOALS DEVELOPED IN THE AREAS OF ACADEMICS, BEHAVIOR MANAGEMENT, PHYSICAL AND SOCIAL DEVELOPMENT. SOCIAL WORKERS, SCHOOL PSYCHOLOGISTS AND PEDIATRIC PHYCHIATRISTS ARE AVAILABLE TO WORK WITH THE STAFF AND FAMILIES REGARDING STUDENTS' BEHAVIORAL AND EMOTIONAL NEEDS. ALL CHILDREN ARE REEVALUATED AT SPECIFIED INTERVALS TO ASSESS THEIR PROGRESS AND TO ENSURE CONTINUED APPROPRIATE PLANNING. IN ADDITION TO THE EDUCATIONAL CURRICULUM, THE STUDENTS ALSO RECEIVE RELATED SERVICES, ART, MUSIC, PHYSICAL EDUCATION AND COMPUTER INSTRUCTION. UPON COMPLETION OF THE VAN CLEVE PROGRAM STUDENTS ARE PLACED IN THEIR NEXT EDUCATIONAL SETTING AFTER MEETINGS HELD BY THEIR LOCAL COMMITTEE ON SPECIAL EDUCATION. STUDENTS HAVE MOVED INTO THE REGULAR PUBLIC SCHOOL SETTING, LESS RESTRICTIVE EDUCATION SETTINGS AND OTHER RESIDENTIAL TREATMENT FACILITIES. |
| PART III - LINE 4B | THE READINESS PROGRAM IS A SPECIAL EDUCATION PRE-SCHOOL PROGRAM FOR THREE TO FIVE YEAR OLD CHILDREN WHO ARE DEVELOPMENTALLY DELAYED. THE GOAL OF THE PROGRAM IS TO PROVIDE INSTRUCTIONAL AND EARLY INTERVENTION SERVICES SO THAT THESE CHILDREN CAN BE PLACED IN A MAINSTREAMED OR A LESS RESTRICTIVE EDUCATIONAL ENVIRONMENT WHEN THEY REACH THE AGE OF FIVE. THE CHILDREN IN THE PROGRAM HAVE SIGNIFICANT DELAYS IN AREAS WHICH MAY INCLUDE SPEECH AND LANGUAGE DEVELOPMENT, PHYSICAL DEVELOPMENT, LEARNING OR EMOTIONAL DEVELOPMENT. THE CHILDREN ATTEND SCHOOL FIVE DAYS A WEEK FOR FIVE HOURS A DAY. CHILDREN ARE REFERRED TO THE PROGRAM BY THEIR PUBLIC SCHOOL DISTRICT COMMITTEE ON PRE-SCHOOL EDUCATION. THE SCHOOL EVALUATES ALL REFERRALS AND RECOMMENDS APPROPRIATE SERVICES. SPEECH, PHYSICAL AND OCCUPATIONAL THERAPIES ARE IN GROUPS OR INDIVIDUALLY PROVIDED AS MANDATED BY A CHILD'S INDIVIDUAL EDUCATIONAL PLAN. THE TEACHING STRATEGIES CURRICULUM IS IMPLEMENTED WITH ALL CLASSES. THE CURRICULUM PROVIDES FOR CONSISTENT, DAILY ROUTINES WHICH INCLUDE ADULT-SUPPORTED PLAY, GROSS MOTOR ACTIVITIES, LANGUAGE BASED ACTIVITIES, SOCIAL SKILLS DEVELOPMENT AND ACTIVITIES OF DAILY LIVING. CHILDREN IN THE PROGRAM ARE REVIEWED AT LEAST ONCE A MONTH BY A TEAM OF PROFESSIONALS. THESE REVIEWS PROVIDE INFORMATION ON STUDENT GROWTH AND DEVELOPMENT, AS WELL AS STRATEGIES FOR WORKING WITH THE CHILD. THE BREAKTHROUGH TO LITERACY PROGRAM WORKS ON EMERGENT LITERACY SKILLS. FAMILY SUPPORT GROUPS AS WELL AS INDIVIDUAL MEETINGS WITH SOCIAL WORKERS ARE OFFERED TO ALL PARENTS. IN ADDITION TO THE EDUCATIONAL STAFF, A FULL ARRAY OF PROFESSIONALS, SUCH AS SOCIAL WORKERS, SPEECH, OCCUPATIONAL AND PHYSICAL THERAPISTS ARE AN INTRICATE PART OF THE PROGRAM. A NURSE IS AVAILABLE DAILY TO ADDRESS MINOR MEDICAL NEEDS OF THE CHILDREN AND CONCERNS OF THE STAFF AND PARENTS. SOCIAL WORKERS AND SCHOOL PSYCHOLOGISTS WORK WITH THE STAFF AND FAMILIES REGARDING BEHAVIORAL AND EMOTIONAL NEEDS. THE CHILDREN PARTICIPATE IN SEASONAL ACTIVITIES TO HELP IMPROVE THEIR COMMUNICATION SKILLS AND BASIC KNOWLEDGE (I.E. WINTER OLYMPICS, BIKE-A-THON, SPRING AND FALL ACTIVITIES). |
| PART III - LINE 4C | CAMP WANAQUA IS A DAY CAMP THAT SERVICES BLIND AND VISUALLY IMPAIRED CHILDREN. CAMPERS AGES 5 TO 13 PARTICIPATE IN STRUCTURED ACTIVITIES WITH A FOCUS ON INDEPENDENCE. CAMPERS ARE INVOLVED IN AN ORGANIZED SWIMMING PROGRAM, CRAFTS NATURE ACTIVITIES, ACTIVITIES OF DAILY LIVING AND A VARIETY OF RECREATIONAL ACTIVITIES. EACH WEEK STUDENTS GO ON A SPECIAL FIELD TRIP. PART III - LINE 4D OTHER PROGRAMS: STUDENTS PARTICIPATE IN A VARIETY OF EXTRACURRICULAR ACTIVITIES (I.E. BASKETBALL, TRACK, AND WRESTLING.) |
| PART V - LINE 2A | THE NUMBER OF EMPLOYEES REPORTED ON FORM W-3, TRANSMITTAL OF WAGES AND TAX STATEMENTS, IS 381. THIS INCLUDES 41 STUDENTS IN THE CAREER DEVELOPMENT PROGRAM. THIS PROGRAM INCLUDES TRAINING AND JOB EXPERIENCES IN A VARIETY OF JOBS ON THE CAMPUS FOR HIGH SCHOOL AGE STUDENTS. |
| PART VI, SECTION B - LINE 11B | A DRAFT FORM 990 IS INITIALLY REVIEWED BY THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FISCAL AFFAIRS AND THEN CIRCULATED TO THE BOARD OF TRUSTEES TO REVIEW AND APPROVE PRIOR TO FILING. |
| PART VI, SECTION B - LINE 12C | EACH OFFICER, TRUSTEE AND KEY EMPLOYEE OF THE INSTITUTE IS REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE BY VIRTUE OF THEIR EMPLOYMENT, BOARD SERVICE, OR POSITION WITH THE INSTITUTE. THE INSTITUTE MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL QUESTIONNAIRE/DISCLOSURE STATEMENT THAT IS DISTRIBUTED TO THESE INDIVIDUALS. ANY POTENTIAL CONFLICTS ARE INVESTIGATED IMMEDIATELY. |
| PART VI, SECTION B - LINE 15A & 15B | THE INSTITUTE UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES OF THE INSTITUTE IS REASONABLE GIVEN THE MARKET IN WHICH THE INSTITUTE OPERATES. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE SALARIES IT PAYS TO ITS TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES AND COMPARES THEM TO SIMILAR ORGANIZATIONS. |
| PART VI, SECTION C - LINE 19 | THE INSTITUTE MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE INSTITUTE'S FINANCIAL STATEMENTS ARE AVAILABLE AT THE NYISE WEBSITE. THE INSTITUTE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. |
| PART XI - LINE 9 | PENSION ADJUSTMENT: -627,815. INVESTMENT IN LIMITED PARTNERSHIP - UNRELATED BUSINESS INCOME, NET: 18,858. |